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Strategic Business Partner: Aligning People Strategies with Business Goals PDF

302 Pages·2005·1.33 MB·English
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Strategic Business Partner Other books by the authors: Performance Consulting Moving from Training to Performance (coeditors) Training for Impact Zap The Gaps! (with Ken Blanchard) Strategic Business Partner ALIGNING PEOPLE STRATEGIES WITH BUSINESS GOALS by Dana Gaines Robinson James C. Robinson Strategic Business Partner Copyright © 2005 by Dana Gaines Robinson and James C. Robinson All rights reserved. No part of this publication may be reproduced, distributed, or trans- mitted in any form or by any means, including photocopying, recording, or other electron- ic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, write to the publisher, addressed “Attention: Permissions Coordinator,” at the address below. Berrett-Koehler Publishers, Inc. 235 Montgomery Street, Suite 650 San Francisco, California 94104-2916 Tel: (415) 288-0260, Fax: (415) 362-2512 www.bkconnection.com Ordering information for print editions Quantity sales.Special discounts are available on quantity purchases by corporations, associations, and others. For details, contact the “Special Sales Department” at the Berrett-Koehler address above. Individual sales.Berrett-Koehler publications are available through most bookstores. They can also be ordered directly from Berrett-Koehler: Tel: (800) 929-2929; Fax: (802) 864- 7626; www.bkconnection.com Orders for college textbook/course adoption use.Please contact Berrett-Koehler: Tel:(800) 929-2929; Fax: (802) 864-7626. Orders by U.S. trade bookstores and wholesalers.Please contact Ingram Publisher Services, Tel: (800) 509-4887; Fax: (800) 838-1149; E-mail: customer.service@ingram publisherservices.com; or visit www.ingrampublisherservices.com/Ordering for details about electronic ordering. Berrett-Koehler and the BK logo are registered trademarks of Berrett-Koehler Publishers,Inc. First Edition Hardcover print edition ISBN 978-1-57675-283-8 PDF e-book ISBN 978-1-57675-801-4 2008-1 Production Manager: Susie Yates, Publication Services, Inc. Supervising Editor: Alysia Cooley, Publication Services, Inc. Production Coordinator: Sarah Lee, Publication Services, Inc. Design: Foti Kutil, Publication Services, Inc. Layout: Steven M. Sansone, Publication Services, Inc. Cover Design:The Visual Group Contents Preface vii–xii Introduction: From Value Sapping to Value Adding 1–6 Part One:Concepts and a Model for Strategic Business Partners 7–50 1. Key Concepts for Partnering Strategically 9–32 2. The SBP Model 33–50 Part Two: Building Client Partnerships 51–86 3. Identifying Clients and Developing Access 53–70 4. Gaining Credibility and Trust 71–86 v vi CONTENTS Part Three: Identifying and Partnering on Strategic Projects 87–186 5. The Logic Used to Identify Strategic Opportunities 89–106 6. Reframe Requests to Identify Strategic Opportunities 107–136 7. Proactively Identify Strategic Opportunities 137–156 8. When the Client Says “Yes” 157–186 Part Four: Influencing Business Strategies and Direction 187–242 9. Being at the Table 189–208 10. Making the SBP Role Real 209–242 Tools 243–252 References 253–256 Resources 257–268 Index 269–277 About the Authors 281–283 Preface “Human Resources must become more integrated to the busi- ness and add value to our organization.It is vital that each of you work more as Strategic Business Partners. I need you to be ‘at the table’with your customers.” For the past decade, statements like this have been made throughout Human Resource (HR) departments in numerous organizations. Multiple journal articles, books, presentations, and research studies have been published affirming the belief that the HR function is key to business success. Consider a re- cent study completed by Accenture in which business execu- tives ranked the HR function as third,after sales and customer service, as a function that makes a “very significant” contribu- tion to a company’s bottom line (2002/2003, p. 12). There is strong awareness that the HR function must be- come more strategic and business-linked.Depending upon the study you select, between 50 and 90 percent of HR functions are making a transition in this direction. What are the results to date? Unfortunately, results are on the whole disappointing. In the same Accenture study, just 13 percent of the senior vii viii PREFACE corporate executives indicated they were “very satisfied” with overall performance of their HR organization (2002/2003, p. 16). One reason is that many HR functions still operate in a primarily administrative and tactical manner.Edward Lawler III and Susan Mohrman with the Center for Effective Organ- izations at the University of Southern California in Los Angeles state,“Given the amount of attention to the importance of HR becoming a strategic partner, it is surprising that recent studies have found relatively little change in its activities and structure” (2003,p.5). There are many reasons HR functions demonstrate only modest movement toward a more strategic role. One of these reasons is that strategic HR and business partner are not clearly defined roles. These are esoteric terms that, at a conceptual level, are highly appealing. We describe Strategic Business Partners (SBPs) as people who work with management to de- fine, align, and implement people initiatives to benefit the business.When the partnership is optimized,SBPs contribute to formation of business strategies and plans at the enterprise level. But what is it that SBPs actually do day to day? How is this different from what people do when working in other HR, Learning, and Organization Development (OD) roles? What actions are proven to result in earning the right to work with leaders of an organization on business issues and future direction? What are the value-added services HR business partners provide once they are working side by side with an organization’s leaders? These questions are answered in this book. Scope of Book In 1995 we published our book, Performance Consulting. Since then we have worked with thousands of HR, Learning, and OD practitioners to fill the role of performance consultant. One of the most frequent questions asked of us is, “How do you get managers to want to work with you in this more Preface ix strategic manner?” The results of our quest to answer that question are contained in this book. We are behavioral in our approach. In our book, Performance Consulting, we provide the reader with the how-to’s of making that role real. In this book we use a similar how-to approach focusing on the SBP role within an HR department. We view the terms of being strategic and adding value as con- ceptual; they are where the rubber meets the sky. In this book we articulate instead where the rubber meets the road.We will discuss the behaviors and actions needed to perform this role in five areas: • Clarify the difference between a tactical HR function and one that is truly operating in a strategic manner. • Provide a model of SBPs’ accountabilities. • Discuss proven behavioral practices for building strategic partnerships with clients as well as for partnering with these clients on strategic projects. • Clarify the added value an SBP brings when “at the table” with an organization’s leaders. • Provide actions that can and must be taken by HR func- tions if they are to successfully embrace and support a more strategic role within their organizations. An important distinction to note about this book is that it focuses on the role of the SBP. There are numerous books that have described requirements for an HR function to op- erate strategically—an important subject indeed. Although the last chapter of this book does focus on the function and its design to ensure support of the SBP role, the remaining chapters are targeted to you as an individual and what you need to do as an SBP. We aim to answer the question, “What must you do day to day to work successfully as an SBP?”

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There is no more critical role for today's human resource professionals than that of Strategic Business partner (SBP). SBPs demonstrate competence in many ways - through their questioning of clients, their knowledge of the business, and their ability to translate business needs into performance requ
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